How big is AGT CPAS and Advisors' plan?

AGT CPAS and Advisors' plan reported $7.3M in assets and 38 participants for 2024.

Original filing (PDF)20250723173128NAL0002201507001

AGT CPAS and Advisors

Name: AGT CPAS and Advisors — AGT CPAS and Advisors 401(k), Form 5500 (2024)
Creator: AGT CPAS and Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AGT CPAS and Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · AGT CPAS and Advisors' AGT CPAS and Advisors 401(k) Profit Sharing Plan held $7.3M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan identifiers

AGT CPAS and Advisors' EIN is 68-0146027.

EIN 68-0146027

Plan number 001

Plan year 2024

ACK ID 20250723173128NAL0002201507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AGT CPAS and Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AGT CPAS and Advisors' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AGT CPAS AND ADVISORS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score